📍 How do I access this feature?
Quote or sales order details > "Supplier Order Assistant" button
The supplier order wizard allows you to automatically generate supplier purchase orders from a quote or a sales order, based on supplier quotes for your standard products.
1. Introduction #
When a quote or customer order contains standard products, the wizard analyzes the available supplier quotes and offers to generate the corresponding purchase orders, grouped by supplier.
Note: The wizard applies only to rows containing standard products. Non-standard products are not included in the wizard.
Difference from "Create Purchase Order" #
Quotes and customer orders offer two separate options for creating purchase orders:
| Action | How it works |
|---|---|
| Create Purchase Order | Creates a single-vendor purchase order by copying the document's lines directly. The vendor must be selected manually. Works with all products. |
| Supplier Order Assistant | Analyzes standard products, automatically selects the best suppliers based on their quotes, and generates a purchase order for each supplier. Works only with standard products. |
Tip: Use "Create Purchase Order" for simple procurement from a single supplier. Usethe wizard when your order lines include standard products with multiple supplier quotes.
2. Launch the wizard #
- Open the record quote or a sales order
- Click the "Supplier Order Wizard" button in the document's actions
The wizard opens and automatically analyzes the lines in the document.
Note: The button appears only if you have creation permissions for the Supplier Purchase Orders module.
3. Wizard screen #
The wizard displays a table showing the lines in the document that contain standard products:
| Column | Description |
|---|---|
| ☑ | Check or uncheck to include or exclude the row |
| Standard product | The item listed on the quote or order |
| Specific product | The specific product to order (editable) |
| Supplier | The selected supplier quote (editable) |
| Purchase price | Unit price of the selected bid |
| Deadline | Delivery time in days |
| Quantity | Quantity taken from the source document |
| Line total | Price × Quantity |
The grand total is displayed at the bottom of the table and updates in real time.
4. Customize your choices #
Before generating the orders, you can edit each line:
- Change the specific product: Select another specific product from the drop-down list
- Change providers: Select a different provider plan from the drop-down list
- Exclude a row: uncheck the box on the left
- Select/deselect all: use the checkbox at the top of the column
Note: Quantities are taken from the source document and cannot be modified in the wizard. If you need to adjust a quantity, modify it directly on the supplier purchase order after it has been created.
5. Generate orders #
- Check your selections in the table
- Click "Generate Purchase Orders"
- The system automatically creates a separate purchase order for each supplier
- You are being redirected to the first purchase order created
What is created:
- A separate purchase order for each supplier among the selected lines
- Each purchase order contains the corresponding product lines
- Prices are those of the selected suppliers' offers
- The quantities are the same as in the source document
- Purchase orders are created with draft status
Important: Supplier purchase orders are created as drafts. They must be reviewed and approved manually before being sent to the supplier.
6. Warnings #
The assistant can display warnings in a banner at the top of the screen:
| Disclaimer | Reason | Recommended action |
|---|---|---|
| "Nothing specific for..." | The standard product does not have a specific product associated with it | Create a specific product linked to the standard |
| "No valid offers..." | No valid supplier quote for these specific products | Add supplier offers |
Warning lines are disabled (checkbox grayed out) and cannot be included in the generation.
Note: The validity of offers is assessed based on the date of the source document (e.g., the date of the quote) in order to select the offers applicable to the relevant period.
7. Sample Workflow #
Here are the complete instructions for use:
Step 1 — Prepare the catalog:
- Create your standard products along with their pricing settings
- Link specific products to each standard
- Create supplier quotes for specific products
Step 2 — Sell:
4. Create a quote or sales order using standard products (sales prices are already calculated)
Step 3 — Place an Order:
5. From the quote or order, click “Supplier Order Wizard”
6. Review the selections in the wizard and adjust them if necessary
7. Click “Generate Purchase Orders”
8. Review and send the supplier purchase orders
8. Frequently Asked Questions #
The "Supplier Order Wizard" button does not appear #
Make sure your profile has creation permissions for the Supplier Purchase Orders module (Settings > Profiles).
The document does not contain any standard products #
The wizard displays an informational message. Only rows containing standard products are processed by the wizard. For other products, use the "Create Purchase Order" button .
Can I edit purchase orders after they have been generated? #
Yes. Purchase orders are created as drafts and can be fully edited: you can adjust quantities and prices, and add or remove items before finalizing them.
What is the difference between this and "Create Purchase Order"? #
"Create Purchase Order" copies the lines from the document into a single purchase order without analyzing supplier quotes.The wizard automatically selects the best quotes and creates one purchase order per supplier. See the comparison table in Section 1.